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(Senior) Analyst Sales / Investor Relation (M/F/D)

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YIELCO Investments

Sep 10

  • Job
    Full-time
    Mid Level
  • Sales & Business Development
    Banking & Finance
  • Madrid

AI generated summary

  • You should have 3+ years in sales/investor relations, a finance/business degree, investment product knowledge, strong communication skills, fluency in Spanish/English, and be motivated.
  • You will communicate with customers, conduct market research, cold call investors, organize meetings, maintain product documentation, manage CRM data, and support events and investment projects.

Requirements

  • Minimum of 3 years of experience in sales and/or investor relations, preferably in the alternative investment sector or similar
  • Bachelor’s/master’s degree in finance, Business, Economics, or a related field.
  • Strong understanding of investment products
  • Exceptional communication and presentation skills, and proven ability to build and maintain client relationships.
  • Highly motivated, results-oriented, and capable of working independently as well as part of a team.
  • Fluent in business Spanish / English

Responsibilities

  • Continuous communication with existing and known potential customers (as well as their intermediaries) within the traditional customer segment and other investor groups
  • Cold calling to acquire new potential investors (including those outside the traditional customer segments)
  • Market research on target customers
  • Identification and outreach to decision-makers and contacts
  • Preparation and execution of introductory meetings with potential customers
  • Creation and continuous maintenance of product documentation, due diligence materials, and other information regarding service and product offerings for the Private Equity, Infrastructure, and Private Debt segments, as well as for potential new offerings from YIELCO as needed
  • Implementation of company- and product-related emailing’s and other communications from YIELCO to the responsible regions and customer segments
  • Follow-up and post-meeting actions with customers, providing requested information, and addressing any outstanding questions afterwards
  • Entering and updating the data of the target customers – including potential ones – in our CRM database
  • Represent and assist at local YIELCO events, such as Investor Day, Advisory Board meetings, roundtables and on conferences
  • Potentially supporting investment projects

FAQs

What is the main responsibility of the (Senior) Analyst Sales / Investor Relation?

The main responsibility includes continuous communication with existing and potential customers, cold calling to acquire new investors, conducting market research, and preparing meetings with potential clients.

What qualifications are required for this position?

A minimum of 3 years of experience in sales and/or investor relations, preferably in the alternative investment sector, and a bachelor’s/master’s degree in finance, business, economics, or a related field are required.

What languages do I need to be fluent in for this role?

Fluency in business Spanish and English is required.

Is travel required for this position?

Yes, the role may require representing and assisting at local YIELCO events, conferences, and meetings.

What skills are important for success in this position?

Exceptional communication and presentation skills, a strong understanding of investment products, and the ability to build and maintain client relationships are essential.

What opportunities for professional development does YIELCO provide?

YIELCO offers professional growth opportunities through mentorship, hands-on experience, and access to personalized continuing education opportunities.

What type of compensation can I expect in this role?

Attractive and performance-based compensation is offered.

Does YIELCO have a specific focus on investment sectors?

Yes, YIELCO specializes in alternative investments, focusing on asset classes such as infrastructure, private debt, and private equity.

How does YIELCO support team spirit?

YIELCO strengthens team spirit through numerous team events and celebrations.

How many team members does YIELCO have?

YIELCO currently has a team of around 50 people.

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YIELCO Investments

„Ideen sind der Anfang aller Vermögen.“ Napoleon Hill (1883-1970, amerikanischer Schriftsteller)

Finance
Industry
11-50
Employees
2011
Founded Year

Mission & Purpose

YIELCO Investments is a specialised investment management firm that focuses on alternative asset classes such as infrastructure, private equity, and private debt. They provide tailored solutions and investment strategies for institutional clients, helping them diversify their portfolios and achieve long-term returns in complex markets. Their ultimate mission is to be a trusted partner in delivering superior investment performance while maintaining transparency and reliability. YIELCO’s purpose is to enable clients to navigate the challenges of alternative investments effectively, ensuring sustainable growth and value creation.